Jim Simons Renaissance Technologies
Jim Simons is the founder of Renaissance Technologies, one of the most successful quantitative hedge funds in the world. Before his career in finance, he served as a mathematics professor and made significant contributions to differential geometry. Simons applied his analytical expertise to develop sophisticated, algorithm-driven trading strategies, earning consistently high returns for investors.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$521M |
| 2 |
Becton Dickinson
BDX
|
+$411M |
| 3 |
GE Aerospace
GE
|
+$361M |
| 4 |
IBM
IBM
|
+$305M |
| 5 |
Philip Morris
PM
|
+$296M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
BCR
CR Bard Inc.
BCR
|
+$455M |
| 2 |
NetEase
NTES
|
+$451M |
| 3 |
Medtronic
MDT
|
+$398M |
| 4 |
NVIDIA
NVDA
|
+$348M |
| 5 |
Netflix
NFLX
|
+$332M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 16.95% |
| 2 | Technology | 14.39% |
| 3 | Financials | 10.63% |
| 4 | Industrials | 9.92% |
| 5 | Consumer Discretionary | 9.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
TST
2051
DELISTED
TheStreet, Inc.
TST
| $3.36M | ﹤0.01% |
231,639
+26,159
| +13% | +$320K |
|
2052
CF Industries
CF
$17.7B
| $3.36M | ﹤0.01% |
+78,900
| New | +$2.98M |
|
2053
Espey Mfg & Electronics Corp
ESP
$195M
| $3.35M | ﹤0.01% |
139,900
+9,201
| +7% | +$208K |
|
2054
FMC
FMC
$1.27B
| $3.35M | ﹤0.01% |
+40,816
| New | +$3.28M |
|
|
TDAY
2055
USA Today Co
TDAY
$1.01B
| $3.35M | ﹤0.01% |
+199,700
| New | +$3.24M |
|
2056
News Corp Class B
NWS
$17.7B
| $3.35M | ﹤0.01% |
201,342
+83,542
| +71% | +$1.28M |
|
2057
Travelzoo
TZOO
$75.5M
| $3.35M | ﹤0.01% |
518,700
-11,300
| -2% | -$77.5K |
|
2058
Full House Resorts
FLL
$83.5M
| $3.34M | ﹤0.01% |
858,913
+111,700
| +15% | +$370K |
|
2059
DHI Group
DHX
$166M
| $3.34M | ﹤0.01% |
1,757,500
+130,900
| +8% | +$271K |
|
2060
State Street Materials Select Sector SPDR ETF
XLB
$8.57B
| $3.33M | ﹤0.01% |
+110,000
| New | +$3.24M |
|
2061
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
| $3.32M | ﹤0.01% |
+36,350
| New | +$3.32M |
|
2062
Metallus
MTUS
$900M
| $3.3M | ﹤0.01% |
217,390
+187,590
| +629% | +$2.85M |
|
2063
Universal Technical Institute
UTI
$1.42B
| $3.3M | ﹤0.01% |
1,374,000
+22,430
| +2% | +$70.6K |
|
2064
Ambarella
AMBA
$3.6B
| $3.3M | ﹤0.01% |
+56,100
| New | +$3.12M |
|
2065
UMB Financial
UMBF
$11.4B
| $3.29M | ﹤0.01% |
45,800
-29,800
| -39% | -$2.19M |
|
2066
Townsquare Media
TSQ
$104M
| $3.29M | ﹤0.01% |
428,700
+61,401
| +17% | +$538K |
|
2067
Crawford & Co Class A
CRD.A
$627M
| $3.29M | ﹤0.01% |
387,000
+20,400
| +6% | +$179K |
|
|
APTS
2068
DELISTED
Preferred Apartment Communities, Inc.
APTS
| $3.29M | ﹤0.01% |
162,300
+86,200
| +113% | +$1.77M |
|
2069
FS Bancorp
FSBW
$325M
| $3.27M | ﹤0.01% |
120,000
+48,000
| +67% | +$1.32M |
|
|
MITL
2070
DELISTED
Mitel Networks Corporation
MITL
| $3.26M | ﹤0.01% |
395,955
-72,133
| -15% | -$588K |
|
2071
iShares MSCI South Korea ETF
EWY
$27.6B
| $3.25M | ﹤0.01% |
43,364
+27,664
| +176% | +$2.05M |
|
2072
Acme United Corp
ACU
$228M
| $3.25M | ﹤0.01% |
138,800
-2,500
| -2% | -$58.3K |
|
|
KTEC
2073
DELISTED
Key Technology Inc
KTEC
| $3.24M | ﹤0.01% |
175,900
+36,800
| +26% | +$658K |
|
|
CONE
2074
DELISTED
CyrusOne Inc Common Stock
CONE
| $3.23M | ﹤0.01% |
54,286
-174,613
| -76% | -$10.6M |
|
|
EVA
2075
DELISTED
Enviva Inc.
EVA
| $3.23M | ﹤0.01% |
116,722
+46,822
| +67% | +$1.35M |
|
Similar funds
Jim Simons's Q4 2017 Portfolio in Review
As of Q4 2017, Jim Simons held 3,692 positions worth $90.7B, up 6.7% from $85B the previous quarter. Its ten largest holdings account for 8.4% of the portfolio.
Jim Simons's Q4 2017 filing shows 521 new, 1,724 increased, 1,031 reduced and 386 closed positions. Its largest new stake was Alphabet (Google) Class C: 3,773,700 shares worth $197M. The largest sale was CR Bard Inc., an estimated $455M.
By sector, the portfolio is most concentrated in Healthcare at 17% of assets, down from 17% a quarter earlier, followed by Technology and Financials.
- Jim Simons's largest Q4 2017 buy was Alphabet (Google) Class C: 3,773,700 shares worth $197M.
- Jim Simons added most to ExxonMobil in Q4 2017, an estimated $521M increase.
- Jim Simons's biggest Q4 2017 reduction was NetEase, cutting an estimated $451M.
- Jim Simons fully exited CR Bard Inc. in Q4 2017, selling an estimated $455M.
- Jim Simons's ten largest holdings make up 8.4% of its $90.7B portfolio in Q4 2017.
- Jim Simons opened 521 new positions and closed 386 in Q4 2017.
- Jim Simons's portfolio value rose 6.7% quarter-over-quarter to $90.7B.
Based on Renaissance Technologies's 13F filing for Q4 2017, filed 13 Feb 2018.